Activate the User Defined Template

Review the steps in the process.

Before a template can be added to a process, it must be activated.

To activate a template on the Template page:

  1. Click ACTIVATE/DEACTIVATE button; a confirmation message displays.
  2. Click Ok.

NOTE: An active template displays a check mark in the ACTIVE column and a green icon in the ACTIVATE/DEACTIVATE column.

A template cannot be edited until it is deactivated.